The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Gaotu Techedu Inc. ADR 36257Y109   161,609 58,554 SH   SOLE   58,554 0 0
IQIYI, INC. ADR 46267X108   95,416 20,130 SH   SOLE   20,130 0 0
Lion Electric CO ADR 536221104   63,494 33,243 SH   SOLE   33,243 0 0
Materialise NV ADS ADR 57667T100   83,953 15,292 SH   SOLE   15,292 0 0
UP Fintech Holding Ltd ADR ADR 91531W106   234,143 45,731 SH   SOLE   45,731 0 0
Signet Jewelers Limited ADR G81276100   202,289 2,817 SH   SOLE   2,817 0 0
StoneCo Ltd. Cl A ADR G85158106   110,573 10,363 SH   SOLE   10,363 0 0
ACM Research, Inc. Class A COM 00108J109   228,069 12,597 SH   SOLE   12,597 0 0
API Group Corp. COM 00187Y100   741,261 28,587 SH   SOLE   28,587 0 0
Acadia Realty Trust COM 004239109   161,495 11,254 SH   SOLE   11,254 0 0
Affiliated Managers Group COM 008252108   404,184 3,101 SH   SOLE   3,101 0 0
Air Lease Corp cl A COM 00912X302   224,243 5,690 SH   SOLE   5,690 0 0
Alamo Group Inc. COM 011311107   444,942 2,574 SH   SOLE   2,574 0 0
Alight Inc. COM 01626W101   159,093 22,439 SH   SOLE   22,439 0 0
Alliance Resource Partner COM 01877R108   677,567 30,074 SH   SOLE   30,074 0 0
Alphabet Inc. Class A COM 02079K305   77,364,039 591,197 SH   SOLE   589,401 0 1,796
American Express Co. COM 025816109   37,742,683 252,984 SH   SOLE   252,253 0 731
Americas Car-Mart Inc. COM 03062T105   231,115 2,540 SH   SOLE   2,540 0 0
Cencora Inc. COM 03073E105   60,443,824 335,855 SH   SOLE   334,860 0 995
Amgen Inc. COM 031162100   1,676,525 6,238 SH   SOLE   6,215 0 23
Amphastar Pharmaceuticals, Inc COM 03209R103   420,579 9,145 SH   SOLE   9,145 0 0
Elevance Health, Inc. COM 036752103   62,057,800 142,524 SH   SOLE   142,074 0 450
Applied Optoelectronics, Inc. COM 03823U102   139,900 12,753 SH   SOLE   12,753 0 0
ArcBest Corporation COM 03937C105   261,241 2,570 SH   SOLE   2,570 0 0
Arlo Technologies Inc. COM 04206A101   262,990 25,533 SH   SOLE   25,533 0 0
Assurant, Inc. COM 04621X108   425,571 2,964 SH   SOLE   2,964 0 0
AutoZone Inc. COM 053332102   60,845,460 23,955 SH   SOLE   23,883 0 72
Avnet Inc COM 053807103   200,374 4,158 SH   SOLE   4,158 0 0
BJ'S WHOLESALE CLUB HOLDINGS COM 05550J101   369,697 5,180 SH   SOLE   5,180 0 0
Bath & Body Works, Inc. COM 070830104   396,677 11,736 SH   SOLE   11,736 0 0
Beacon Roofing Supply, Inc. COM 073685109   286,764 3,716 SH   SOLE   3,716 0 0
Beazer Homes USA COM 07556Q881   245,588 9,859 SH   SOLE   9,859 0 0
W. R. Berkley Corporation COM 084423102   210,660 3,318 SH   SOLE   3,318 0 0
Berry Corporation COM 08579X101   161,253 19,665 SH   SOLE   19,665 0 0
Boise Cascade LLC COM 09739D100   205,977 1,999 SH   SOLE   1,999 0 0
Booz Allen Hamilton cl A COM 099502106   980,370 8,972 SH   SOLE   8,900 0 72
Bristol-Myers Squibb Co. COM 110122108   661,482 11,397 SH   SOLE   11,397 0 0
Broadcom Limited COM 11135F101   87,757,422 105,658 SH   SOLE   105,306 0 352
CDW Corporation COM 12514G108   28,117,677 139,362 SH   SOLE   138,900 0 462
CME Group Inc. COM 12572Q105   1,753,927 8,760 SH   SOLE   8,690 0 70
Cs Disco Inc COM 126327105   125,974 18,972 SH   SOLE   18,972 0 0
Coterra Energy COM 127097103   1,882,085 69,578 SH   SOLE   68,718 0 860
CACI International, Inc. COM 127190304   371,379 1,183 SH   SOLE   1,183 0 0
Cactus, Inc. COM 127203107   275,452 5,486 SH   SOLE   5,486 0 0
Camping World Holdings, Inc. COM 13462K109   1,581,510 77,487 SH   SOLE   76,864 0 623
Cars.com Inc. COM 14575E105   170,960 10,140 SH   SOLE   10,140 0 0
Chevron Corp COM 166764100   50,842,640 301,522 SH   SOLE   300,404 0 1,118
Ciena Corporation COM 171779309   534,180 11,303 SH   SOLE   11,151 0 152
Cleanspark, Inc. COM 18452B209   137,827 36,175 SH   SOLE   36,175 0 0
Comfort Systems USA COM 199908104   623,189 3,657 SH   SOLE   3,657 0 0
ConocoPhillips COM 20825C104   2,409,178 20,110 SH   SOLE   19,825 0 285
Corrections Corp of America COM 21871N101   181,676 16,149 SH   SOLE   16,149 0 0
Coursera Inc COM 22266M104   251,661 13,465 SH   SOLE   13,465 0 0
Cummins Inc. COM 231021106   1,542,790 6,753 SH   SOLE   6,675 0 78
Curtiss-Wright Corp. COM 231561101   324,941 1,661 SH   SOLE   1,661 0 0
Dana Incorporated COM 235825205   151,688 10,340 SH   SOLE   10,340 0 0
Diamondback Energy, Inc. COM 25278X109   52,391,722 338,273 SH   SOLE   337,165 0 1,108
Dollar General Corp. COM 256677105   23,747,974 224,461 SH   SOLE   223,718 0 743
Dorman Products, Inc. COM 258278100   200,840 2,651 SH   SOLE   2,651 0 0
Dropbox, Inc. COM 26210C104   279,543 10,266 SH   SOLE   10,266 0 0
Driven Brands Holdings, Inc. COM 26210V102   197,587 15,694 SH   SOLE   15,694 0 0
Dynavax Technologies Corp COM 268158201   166,458 11,270 SH   SOLE   11,270 0 0
Electronic Arts Inc. COM 285512109   31,983,417 265,643 SH   SOLE   264,769 0 874
EMCOR Group Inc. COM 29084Q100   643,793 3,060 SH   SOLE   3,060 0 0
EnerSys Inc COM 29275Y102   448,546 4,738 SH   SOLE   4,738 0 0
Euronet Worldwide Inc COM 298736109   448,259 5,647 SH   SOLE   5,647 0 0
Eventbrite Inc. Cl A COM 29975E109   165,569 16,792 SH   SOLE   16,792 0 0
Evercore Partners, Inc. COM 29977A105   1,783,891 12,938 SH   SOLE   12,863 0 75
Expedia, Inc. COM 30212P303   305,603 2,965 SH   SOLE   2,965 0 0
Meta Platforms, Inc. COM 30303M102   55,198,112 183,865 SH   SOLE   183,322 0 543
Fiserv Inc. COM 337738108   63,423,425 561,468 SH   SOLE   559,658 0 1,810
Five Below, Inc. COM 33829M101   375,702 2,335 SH   SOLE   2,335 0 0
FLEETCOR Technologies, Inc. COM 339041105   34,313,100 134,382 SH   SOLE   133,917 0 465
Gannett Co., Inc. COM 36472T109   139,577 56,970 SH   SOLE   56,970 0 0
Gildan Activewear Inc. COM 375916103   350,825 12,525 SH   SOLE   12,525 0 0
Gladstone Land Corp. COM 376549101   146,071 10,265 SH   SOLE   10,265 0 0
Global Net Lease Inc COM 379378201   143,477 14,930 SH   SOLE   14,930 0 0
Gogo Inc. COM 38046C109   175,073 14,675 SH   SOLE   14,675 0 0
Goldman Sachs Group Inc COM 38141G104   624,490 1,930 SH   SOLE   1,930 0 0
Green Brick Partners, Inc. COM 392709101   266,411 6,418 SH   SOLE   6,418 0 0
HCA Healthcare, Inc. COM 40412C101   59,004,207 239,874 SH   SOLE   239,158 0 716
Hasbro Inc. COM 418056107   32,357,738 489,231 SH   SOLE   487,417 0 1,814
Health Catalyst, Inc. COM 42225T107   127,907 12,639 SH   SOLE   12,639 0 0
Huntington Ingalls Industries COM 446413106   206,217 1,008 SH   SOLE   1,008 0 0
ICF International, Inc. COM 44925C103   244,519 2,024 SH   SOLE   2,024 0 0
InterDigital, Inc. COM 45867G101   240,239 2,994 SH   SOLE   2,994 0 0
iShares S&P Sh Tm Nat AMT-Free COM 464288158   372,559 3,622 SH   SOLE   3,622 0 0
iShares S&P Natl AMT-Fr Mun COM 464288414   816,834 7,966 SH   SOLE   7,966 0 0
JPMorgan Chase & Co COM 46625H100   58,868,694 405,935 SH   SOLE   404,592 0 1,343
Johnson & Johnson COM 478160104   54,493,499 349,878 SH   SOLE   348,809 0 1,069
OPENLANE, Inc. COM 48238T109   154,124 10,330 SH   SOLE   10,330 0 0
KLA Corporation COM 482480100   32,093,358 69,972 SH   SOLE   69,732 0 240
The Kraft Heinz Company COM 500754106   1,530,115 45,485 SH   SOLE   45,123 0 362
LKQ Corporation COM 501889208   584,763 11,811 SH   SOLE   11,811 0 0
LPL Financial Holdings Inc. COM 50212V100   356,950 1,502 SH   SOLE   1,502 0 0
Vital Energy, Inc. COM 516806205   567,722 10,244 SH   SOLE   10,244 0 0
Leslie's, Inc. COM 527064109   224,408 39,648 SH   SOLE   39,648 0 0
Lumentum Holdings Inc. COM 55024U109   280,929 6,218 SH   SOLE   6,218 0 0
MGIC Investment Corp. COM 552848103   307,013 18,395 SH   SOLE   17,975 0 420
MGP Ingredients Inc COM 55303J106   260,430 2,469 SH   SOLE   2,469 0 0
MKS Instruments Inc. COM 55306N104   300,640 3,474 SH   SOLE   3,474 0 0
MSC Industrial Direct Co. COM 553530106   1,437,505 14,646 SH   SOLE   14,531 0 115
MYR Group, Inc. COM 55405W104   408,997 3,035 SH   SOLE   3,035 0 0
Match Group, Inc. COM 57667L107   473,547 12,088 SH   SOLE   12,088 0 0
Matson, Inc. COM 57686G105   203,879 2,298 SH   SOLE   2,298 0 0
Matterport, Inc. COM 577096100   107,231 49,415 SH   SOLE   49,415 0 0
Microsoft Corporation COM 594918104   37,114,202 117,543 SH   SOLE   117,153 0 390
Micron Technology Inc COM 595112103   58,872,005 865,383 SH   SOLE   862,102 0 3,281
Modine Manufacturing Co COM 607828100   322,126 7,041 SH   SOLE   7,041 0 0
Moelis & Company COM 60786M105   2,011,444 44,570 SH   SOLE   44,110 0 460
Molina Healthcare, Inc. COM 60855R100   513,804 1,567 SH   SOLE   1,567 0 0
Monarch Casino & Resort COM 609027107   209,401 3,372 SH   SOLE   3,372 0 0
N-able, Inc. COM 62878D100   160,025 12,405 SH   SOLE   12,405 0 0
National Oilwell Varco Inc COM 62955J103   439,611 21,034 SH   SOLE   21,034 0 0
Nerdy, Inc. Class A COM 64081V109   128,168 34,640 SH   SOLE   34,640 0 0
Nexstar Media Group, Inc. Cl A COM 65336K103   326,453 2,277 SH   SOLE   2,277 0 0
Norfolk Southern Corp COM 655844108   29,472,150 149,658 SH   SOLE   149,096 0 562
Ollie's Bargain Outlet Holding COM 681116109   453,433 5,875 SH   SOLE   5,875 0 0
Olo Inc COM 68134L109   128,030 21,127 SH   SOLE   21,127 0 0
Omega Healthcare Investors COM 681936100   1,215,911 36,668 SH   SOLE   36,375 0 293
1-800-Flowers.com cl A COM 68243Q106   108,899 15,557 SH   SOLE   15,557 0 0
OneMain Holdings, Inc. COM 68268W103   1,517,326 37,848 SH   SOLE   37,340 0 508
Onto Innovation Inc. COM 683344105   636,580 4,992 SH   SOLE   4,992 0 0
OraSure Technologies Inc. COM 68554V108   147,574 24,886 SH   SOLE   24,886 0 0
Payoneer Global Inc. COM 70451X104   141,568 23,132 SH   SOLE   23,132 0 0
Pebblebrook Hotel Trust COM 70509V100   155,266 11,425 SH   SOLE   11,425 0 0
Permian Resources Corp. COM 71424F105   652,909 46,770 SH   SOLE   46,770 0 0
Piedmont Office Realty Trust, COM 720190206   139,854 24,885 SH   SOLE   24,885 0 0
PLAYSTUDIOS, Inc. Class A Comm COM 72815G108   149,412 46,985 SH   SOLE   46,985 0 0
T Rowe Price Group Inc COM 74144T108   1,163,952 11,099 SH   SOLE   11,010 0 89
Progressive Corp. COM 743315103   33,447,602 240,112 SH   SOLE   239,315 0 797
Qualcomm Inc. COM 747525103   1,640,134 14,768 SH   SOLE   14,575 0 193
REV Group, Inc. COM 749527107   201,280 12,580 SH   SOLE   12,580 0 0
Rapid7, Inc. COM 753422104   237,140 5,180 SH   SOLE   5,180 0 0
Remitly Global, Inc. COM 75960P104   217,346 8,618 SH   SOLE   8,618 0 0
Rover Group, Inc. COM 77936F103   211,231 33,743 SH   SOLE   33,743 0 0
SM Energy Company COM 78454L100   552,404 13,932 SH   SOLE   13,932 0 0
SS&C Technologies Hldgs Inc. COM 78467J100   49,713,873 946,210 SH   SOLE   942,996 0 3,214
SPDR Barclays 1-3 Month T-Bill COM 78468R663   13,001,528 141,598 SH   SOLE   141,598 0 0
SP Plus Corporation COM 78469C103   563,593 15,612 SH   SOLE   15,612 0 0
Henry Schein, Inc. COM 806407102   258,539 3,482 SH   SOLE   3,482 0 0
Science App Int'l Corp COM 808625107   201,792 1,912 SH   SOLE   1,912 0 0
Select Medical Holdings Corp COM 81619Q105   212,217 8,398 SH   SOLE   8,398 0 0
Semrush Holdings Inc COM 81686C104   93,390 10,987 SH   SOLE   10,987 0 0
Skechers U.S.A. Inc. COM 830566105   360,517 7,365 SH   SOLE   7,365 0 0
SkyWest Inc. COM 830879102   210,790 5,026 SH   SOLE   5,026 0 0
Spirit Aerosystems Holdings COM 848574109   308,209 19,096 SH   SOLE   19,096 0 0
Sprinkler Inc COM 85208T107   156,254 11,290 SH   SOLE   11,290 0 0
Stagwell Inc. COM 85256A109   97,289 20,744 SH   SOLE   20,744 0 0
Stanley Black & Decker, Inc. COM 854502101   40,765,058 487,737 SH   SOLE   486,239 0 1,498
Stifel Financial Corp COM 860630102   405,443 6,599 SH   SOLE   6,599 0 0
StoneX Group Inc. COM 861896108   460,564 4,752 SH   SOLE   4,752 0 0
Sunstone Hotel Investors Inc. COM 867892101   125,421 13,414 SH   SOLE   13,414 0 0
Tri Pointe Group, Inc. COM 87265H109   263,408 9,631 SH   SOLE   9,631 0 0
TTM Technologies, Inc. COM 87305R109   142,054 11,029 SH   SOLE   11,029 0 0
Take-Two Interactive Software COM 874054109   475,220 3,385 SH   SOLE   3,385 0 0
Texas Roadhouse Inc. COM 882681109   301,754 3,140 SH   SOLE   3,140 0 0
TransUnion COM 89400J107   388,671 5,414 SH   SOLE   5,414 0 0
The Travelers Companies COM 89417E109   44,716,564 273,814 SH   SOLE   272,905 0 909
TriNet Group, Inc. COM 896288107   504,708 4,333 SH   SOLE   4,333 0 0
Tyson Foods Inc COM 902494103   30,336,462 600,841 SH   SOLE   598,838 0 2,003
Udemy, Inc. Common Stock COM 902685106   158,764 16,712 SH   SOLE   16,712 0 0
Union Pacific Corp. COM 907818108   1,560,824 7,665 SH   SOLE   7,555 0 110
United Parcel Service Inc. COM 911312106   2,220,992 14,249 SH   SOLE   14,161 0 88
US Foods Holding COM 912008109   427,728 10,774 SH   SOLE   10,774 0 0
UnitedHealth Group, Inc. COM 91324P102   64,515,144 127,958 SH   SOLE   127,580 0 378
Upwork Inc. COM 91688F104   200,913 17,686 SH   SOLE   17,686 0 0
Vanguard Short-Term Bond COM 921937827   21,094,431 280,623 SH   SOLE   280,623 0 0
Vanguard Total Bd Mkt ETF COM 921937835   30,120,467 431,649 SH   SOLE   431,649 0 0
Vimeo, Inc. Common Stock COM 92719V100   129,206 36,499 SH   SOLE   36,499 0 0
Viper Energy Partners LP COM 92763M105   282,034 10,116 SH   SOLE   10,116 0 0
VISA Inc. COM 92826C839   50,587,709 219,937 SH   SOLE   219,189 0 748
Vornado Realty Trust COM 929042109   232,175 10,237 SH   SOLE   10,237 0 0
Walker & Dunlop, Inc. COM 93148P102   453,309 6,106 SH   SOLE   6,106 0 0
Warrior Met Coal, Llc COM 93627C101   446,031 8,732 SH   SOLE   8,732 0 0
WEX Inc. COM 96208T104   567,091 3,015 SH   SOLE   3,015 0 0
Xenia Hotels & Resorts, Inc. COM 984017103   168,183 14,277 SH   SOLE   14,277 0 0
Xerox Corporation COM 98421M106   161,215 10,275 SH   SOLE   10,275 0 0
Xperi Inc. COM 98423J101   126,819 12,862 SH   SOLE   12,862 0 0
Yext, Inc. COM 98585N106   194,154 30,672 SH   SOLE   30,672 0 0
YETI Holdings Inc. COM 98585X104   263,040 5,455 SH   SOLE   5,455 0 0
Zoominfo Technologies Inc COM 98980F104   324,441 19,783 SH   SOLE   19,783 0 0
Arcos Dorados Holdings Cl A COM G0457F107   147,169 15,557 SH   SOLE   15,557 0 0
Credo Technology Group Holding Ltd. COM G25457105   160,735 10,540 SH   SOLE   10,540 0 0
Gigacloud Technology COM G38644103   126,159 14,320 SH   SOLE   14,320 0 0
Seagate Technology COM G7997R103   1,769,373 26,829 SH   SOLE   26,625 0 204
Sapiens International COM G7T16G103   303,490 10,675 SH   SOLE   10,675 0 0
Textainer Group Hldgs Ltd. COM G8766E109   296,361 7,956 SH   SOLE   7,956 0 0
Chubb Limited COM H1467J104   62,879,520 302,044 SH   SOLE   301,061 0 983
Camtek Ltd. COM M20791105   271,827 4,366 SH   SOLE   4,366 0 0
Ituran Location and Control COM M6158M104   293,349 9,811 SH   SOLE   9,811 0 0
Nova Measuring Instrmts. COM M7516K103   259,399 2,307 SH   SOLE   2,307 0 0
Perion Network, Ltd. COM M78673114   212,235 6,929 SH   SOLE   6,929 0 0
WalkMe Ltd. COM M97628107   151,680 16,000 SH   SOLE   16,000 0 0
OneSpaWorld Holdings Ltd. COM P73684113   163,532 14,575 SH   SOLE   14,575 0 0
DHT Holdings, Inc. COM Y2065G121   152,543 14,810 SH   SOLE   14,810 0 0
Navigator Holdings Ltd. COM Y62132108   496,183 33,594 SH   SOLE   33,594 0 0
Scorpio Tankers Inc. COM Y7542C130   229,523 4,241 SH   SOLE   4,241 0 0
Teekay Tankers cl A COM Y8565N300   231,546 5,562 SH   SOLE   5,562 0 0